Client-Focused Personal Banker

Bay-State-Savings-Bank; Bloomingdale (MA); On-site; USD 42,000 - 62,000; Full time

Job summary

Bay State Bank, established in 1895 and Massachusetts-based mutual Bank, seeks a Personal Banker to deliver high‑quality customer service. You will handle deposits, loan transactions, and assist customers with digital banking while building long‑term client relationships and cross‑selling products.

Under supervision, you’ll balance daily transactions, open/close accounts, and support branch goals. Compliance with policies and safeguarding customer information are essential in this fast-paced

Qualifications

• Strong interpersonal and customer service skills.
• High energy and a commitment to customer service.
• Knowledge of bank services to refer customers to channels.
• Knowledge of banking regulations and compliance basics.

Responsibilities

• Represent the Bank to customers in a courteous, professional manner while processing transactions.
• Receive checks and cash for deposits and verify amounts and negotiability.
• Cashes checks and handles withdrawals with accuracy and verification.
• Process loan payments and ensure late charges are collected when applicable.
• Cross-sell Bank products and services to help meet branch targets.
• Assist customers with online banking, mobile banking, direct deposits, and account opening.

Skills

Interpersonal skills

Customer service orientation

Sales focus

Communication skills

Ability to work in fast-paced

Knowledge of bank services

Compliance awareness

High energy

Education

High School diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Job description

Bay State Bank, established in 1895 and Massachusetts-based mutual Bank, seeks a Personal Banker to deliver high‑quality customer service. You will handle deposits, loan transactions, and assist customers with digital banking while building long‑term client relationships and cross‑selling products.

Under supervision, you’ll balance daily transactions, open/close accounts, and support branch goals. Compliance with policies and safeguarding customer information are essential in this fast-paced